Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-28,070
| Closed | -$248K | – | 472 |
|
|
2019
Q1 | $248K | Buy |
+28,070
| New | +$248K | 0.01% | 381 |
|
|
2016
Q3 | – | Sell |
-13,625
| Closed | -$354K | – | 395 |
|
|
2016
Q2 | $354K | Buy |
+13,625
| New | +$354K | 0.01% | 340 |
|
|
2015
Q3 | – | Sell |
-6,750
| Closed | -$232K | – | 273 |
|
|
2015
Q2 | $232K | Buy |
+6,750
| New | +$232K | 0.01% | 274 |
|